Rather & Kittrell, Inc.

Retirement Plan Advisor

Knoxville, TN

About Rather & Kittrell, Inc.

<p>Founded in 2000, Rather &amp; Kittrell, Inc. is a registered investment advisor based in Knoxville in the East Tennessee region. The firm has 28 employees and works with individuals, families, charitable organizations, and businesses.</p> <p>Rather &amp; Kittrell provides wealth management along with retirement plan advisory work for employers. The team handles financial planning and portfolio management, and it works with clients on retirement plan solutions as part of an overall planning relationship. The firm reports $1.9B in assets under management (2026).</p> <p>One point that sets Rather &amp; Kittrell apart is how it ties investment management to day-to-day planning items like tax planning, cash flow, risk management, and estate planning, rather than treating these as separate projects. Rather &amp; Kittrell was named to the 2025 CNBC Financial Advisor 100 ranking.</p> <p>Clients also have access to educational materials, including articles, newsletters, and videos, to support ongoing financial decisions. For sponsors comparing <a href="/retirement-plans">retirement plan providers</a> and <a href="/plan-advisors">plan advisors</a>, Rather &amp; Kittrell positions its work around fiduciary standards and long-term planning.</p> <ul> <li>Registered investment advisor (RIA) founded in 2000</li> <li>Headquartered in Knoxville, serving the East Tennessee area</li> <li>28 employees</li> <li>$1.9B AUM (2026)</li> <li>Named to the 2025 CNBC Financial Advisor 100 ranking</li> </ul>

Website: https://rkcapital.com/

Founded: 2000

Employees: 28

Office Locations

  • Knoxville, TN (Headquarters)

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $1.9B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN AND TRUST THE H. T. HACKNEY COMPANY, TN $125M 4,846
MAXUM PETROLEUM 401(K) PLAN MAXUM PETROLEUM OPERATING COMPANY, TX $66M 717
EMJ CORPORATION RETIREMENT PLAN EMJ CORPORATION, TN $24M 197
EDUCATION LOAN FINANCE, INC 401(K) PLAN EDUCATION LOAN FINANCE, INC., TN $24M 328
DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN DEALERS WAREHOUSE CORPORATION, TN $20M 216
401(k) Retirement Plan Healthcare Sponsor, TN $17M 109
401(k) Retirement Plan Manufacturing Sponsor, TN $13M 831
401(k) Retirement Plan Professional Services Sponsor, TN $13M 238
401(k) Retirement Plan Technology Sponsor, TN $11M 143

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